Who We Are

Lynn M. Dunston, CFP®, EA | Partner

BACKGROUND

With more than 20 years of experience in the financial services industry, Lynn is passionate about helping highly successful families, executives and business owners accomplish their financial objectives. A graduate of Harvard University, Lynn brings a rigorous, research-driven approach to the field of wealth management.

“The more complex the better” is something Lynn often says of the types of clients he enjoys helping. Whether it’s the transfer of a multi-generational family business, the development of a highly complex estate or philanthropic plan, or navigating the tax complexities of executive compensation plans, Lynn enjoys helping his clients achieve the peace of mind they desire.

Lynn is a recognized wealth planning expert who has regularly been featured in such publications as The New York Times, The Wall Street Journal, Kiplinger, Forbes and many others. Lynn is also an Enrolled Agent (EA) of the IRS. EAs are recognized as “America’s tax experts” and can advise clients on all tax matters pertaining to business, individual and estate tax concerns. As a life-long learner, Lynn is also working toward becoming a Certified Public Accountant (CPA), is currently studying for a Masters in Taxation (MTax) from the University of Colorado and is in the final stages of completing the Accredited Estate Planner (AEP) designation, a graduate-level designation for advanced estate planning professionals.

Outside of work, Lynn enjoys spending time with his daughter and his wife. Lynn also loves the outdoors, and he enjoys ultra-marathon trail running, mountain biking and road cycling. Giving back to the community is also important. Lynn has served as a board member for the non-profit, Smart Girl, Inc., an organization committed to helping young girls make smart choices. Lynn also regularly serves underprivileged youth by taking them on mountain bike rides for the non-profit organization Trips for Kids Denver/Boulder.

 

INVESTMENT TEAM

Moneta’s internal investment department provides extensive experience in capital market activities including trading, research, asset allocation and manager due diligence. Our investment team is augmented by a Top 30 established global research group of 30+ CFA® charterholders, conducting 1,000+ research meetings annually. In addition, 14 of Moneta’s employees also have CFA credentials. You can meet with our team of experts for advice on the trading and construction of portfolios. We also leverage the latest technology including the iCapital Platform for alternative investment solutions. Moneta’s in-house fixed income trading team gives our clients the advantage of core bonds trades with no additional fees; in 2020 our team executed 16,320 individual trades and positioned $3.7 billion in new fixed income securities. All this comes with the flexibility to negotiate trades with 14 different broker dealer partners. 

Management Team

At Moneta, we fully embrace a collaborative approach to planning your financial success. What this looks like in practice is a team of specialized experts working together to comprehensively serve you as our client. No one person can be the best at everything, so we built a management team of talented individuals who are experts in their respective field. This equips our firm with specialized expertise in a wide range of topics ranging from technology, investments and law. Together, this team leverages strategic planning, operational efficiency, human capital and financial management to deliver an exceptional level of service our clients deserve. This also empowers our financial advisors, like myself, to spend more time and energy doing what we do best and love most: proactively helping clients plan for and work to achieve their financial goals.

ESTATE Planning & Tax Services

Moneta’s in-house estate planning and tax experts do the complicated and time-consuming work of keeping up with all the latest legal nuances so our advisors can confidently serve their clients on these fronts. Providing clients with optimal advice about estate plans and taxes requires specialized expertise. Our team brings the education and credentials necessary to accurately interpret and communicate changes to the law. Our advisors can consult with these experts at any time, whether they need to gain a high-level understanding of something new or navigate specific circumstances for a client.  

PARTNERS

Moneta’s collaborative approach to planning your financial success is also reflected in our team of 47 Partners. If any one of us comes across a complex situation, we can tap into the vast collective knowledge and expertise of our partnership. Along with more than 100 advisors supporting those partners, Moneta’s team features 150+ employees with at least one professional designation. Our 240+ total designations span across 38 unique credentials including CFPs, CPAs, JDs and CFAs. There’s power in numbers that we possess here as a firm 

Chad martin|client service manager

BACKGROUND

As a client service manager on the Dunston Team, Chad is responsible for ensuring that the team’s clients have an exceptional experience. Possessing a deep interest in financial planning, Chad feels a sense of fulfillment whenever he can help steer a client in the right direction.

Chad received a B.S. in Financial Planning and Consumer Economics from the University of Georgia. During his time at UGA, he took part in several organizations and completed an internship with a local Registered Investment Advisor. Chad was able to give back to his community as an Advanced Certified Tax Preparer for the Volunteer Income Tax Assistance Program (VITA). In the program, he gained a greater understanding of the tax system and the confidence to help others with their unique financial situations. Prior to joining Moneta, Chad held a position at a successful wealth management firm in Atlanta. Chad is on track to meeting the exam requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Chad enjoys cooking, swimming, exercising, and spending time outdoors in the beautiful Colorado Rockies.

TATYANA LIV|Senior client service manager

BACKGROUND

Tatyana brings to the Dunston Team of Moneta over 17 years of experience in the banking and financial services industry. As an experienced leader in the industry, Tatyana is passionate about developing long-term relationships with her clients and she loves helping people. In addition to her extensive industry experience as a Senior Client Service and Operations Manager, Tatyana once owned her own business helping to care for the elderly and disabled. As a Senior Client Service Manager with Moneta, Tatyana acts as a liaison between clients, advisors, and custodians to ensure that clients’ needs are addressed fully and promptly. Originally from the Ukraine, Tatyana speaks fluent Russian, and she earned a Bachelor of Science Degree in Business Management from the University of Phoenix. Tatyana enjoys spending time with her husband and two young boys exploring beautiful Colorado.